How to Set Non Inventory Items in a Sales Order to be Invoiceable only after Inventory Items are Fulfilled

How can we set up Non Inventory Items like “Service for Sale”, “Other Charge for Sale” items, etc. to be only invoiceable when the other inventory items are fulfilled?

We have specific line items like Fees and Handling Services on our Sales Order records that are underneath our fulfillable inventory items. However, the order can be billed before the order is fulfilled (or item fulfillment records are created).

Is there a setting that we can set to not allow the Sales Order to show up on the “Invoice Sales Order” page or have a status like “Partially Fulfilled/Pending Billing”? Or restrict the fees/non inventory items to be grouped for invoicing the same time as the other real inventory items?

Rookie Asked on October 31, 2019 in Order Management.
Add Comment
1 Answer(s)

Hmm. That’s a good one. I don’t think it’s possible natively. A script could sort of do it. Wouldn’t prevent the order from appearing in the Invoice SO page, but it could block the action at least. Or maybe the script can also control a checkbox “Ready for Invoicing”, and you could use that checkbox to show/hide SOs using a custom filter on the Invoice SO screen.

Advanced Answered on November 4, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor